How Large Enterprises Use Platform Governance to Gain Agility

1. How large enterprises use platform governance to gain agility

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4. AGENDA •  INTRODUCTIONS •  THE CONFLICT •  Business vs. IT •  Agility vs. Rigor •  HOW TO SOLVE THE CONFLICT •  CUSTOMER EXAMPLE •  CONCLUSION - Q&A

5. Introductions  Irena Miziolek  Sr. Digital Manager, McKinsey & Company  irena_miziolek@mckinsey.com  Remi Poujeaux  VP of Customer Experience Innovation and Incubation & Domain Architect, Schneider Electric  remi.poujeaux@schneider-electric.com  Sovan Bin  Founder, Odaseva.com  sovan.bin@odaseva.com

6. Stormy relationship: Business vs. IT Global research shows 37 percent of technology budgets now controlled outside of IT departments; 79 percent of C-level executives believe they can make better and faster decisions without the involvement of IT Business ignores our suggestions/constraints Business can’t make up its mind as to what it wants IT is stubborn and uncooperative; only wants to play with new technologies We pay the bill, IT needs to serve us IT can’t get anything done, comes up with excuses Business does not care about providing necessary support, and addressing technical debt Business does not appreciate the work we do IT doesn’t understand our needs by Wakefield Research http://www.avanade.com/en-us/press-releases/tension-between-the-it-department-and-business-leadership-forces-new-approach-to-delivering-technology-to-the-business-page

7. Solution : SaaS

8. Rigor Agility Business-led Salesforce Implementations: •  Great early agility, followed by mounting complexity, and, sometimes, chaos •  Often without structure, or planning; may end up with too many orgs, or sky-rocking process and technical complexity. Legacy IT-led Salesforce Implementations: •  Attempt to copy existing legacy processes and methodologies to a new platform •  After an initial promise becomes “just another platform” in the enterprise Conﬂict : Agility vs. Rigor

9. Rigor Agility Salesforce Implementations led by a true partnership between Business and IT ●  Alignment on Business Goals ●  True partnership between IT and Business ●  Repeatable processes ●  Excellent tooling Legacy Mervyn King (Chairman: King Report) Agility AND Rigor It is clear that good corporate governance makes good sense. The name of the game for a company in the 21st Century will be conform while it performs.

10. How to solve the Conﬂict

11. 1 Center of excellence : Business and IT as one Deﬁnition of governance “Establishment of Policies, and continuous monitoring of their proper implementation, by the members of the governing body of an organization.” http://www.businessdictionary.com/deﬁnition/governance.html Align on objectives Share similar metrics of success Plan and Prioritize together Define policies and processes to work together WORK AS ONE TEAM IT ProcessBusiness

12. DO IT FAST or DO IT WELL Salesforce complexity More orgs and/or sandboxes More code, more objects More integration More data Salesforce criticality More business processes More internal users More customer users More partner users You need to increase the ratio Business Value / cost-time You need to decrease the risk related to each new release AND

13. Platform governance : when rigor enables agility People with the right skills with the right methodologies and processes with the right tools Reduce risk and accelerate your technical release management Tools ProcessPeople

14. Develop your platform governance accordingly to your need for rigor and agility rigor agility BACKUP & RECOVERY technical documentation DATA deployment METADATA deployment DATA sampling code versionning sandbox management test automation DATA quality data archiving user story development framework

15. Get the right tools at the right moment time cost Acceptable cost manual testing cost time risk acceptable risk manual testingrisk time cost acceptable cost manual weekly export time risk acceptable risk manual weekly export Example1 : backup & recovery Example 2 : automated testing

16. Customer example Schneider Electric

17. Schneider Org Usage Statistics Desc. Custom Objects Apex Classes Triggers AppExchange Custom Code Standard 49 Schneider 527 1734 425 24 8,000,000 Managed 497 2959 213 Total 1073 4693 638 24 8,000,000 Objects Records Accounts 3,185,428 Contacts 6,194,929 Cases 15,720,256 Opportunities 3,057,532 Leads 4,663,731 Case Stages 27,333,614 Tasks 26,018,620 Email Messages 15,000,000 User Type Count Standard 34,257 Partner Comm 1 000 000 People who can make change: 50

18. Schneider Network of Excellence Legend Salesforce.com Resource Schneider Electric Resource Process actor bFO Change / Support actor Solution actor Business actor bFO Steering Committee bFO Change Control Board bFO Program Leader IPO Entreprise Architecture bFO Core Team Process Drivers NoE Animator Process Owners Solution / Integration Team Deployment Team Change Team Network of Excellence Process Teams Country Presidents Cluster Resource Contribution In-Country Resource Contribution Delegated Admins Champions Customer Experience Business Owners Customer Experience Sponsors Super Champions Trainers Users Data Quality manager Mater Data teams Master data Owners Data Stewards IPO SFDC Premier Support Process Advocates

19. Platform governance evolves with complexity / criticality SCOPE ENVIRONMENTS RATIONALE Sales Cloud Sales Cloud Service Cloud Sales Cloud Service Cloud Force.com Sales Cloud Service Cloud Force.com ISV Prod Prod DEV UAT Prod DEV UAT staging Prod INT UAT DEV1 DEVn All in One Enable Testing & Release Enable Integration With other systems Continuous Integration Environmentmanagement

20. Platform governance evolves with complexity / criticality #users #businessprocess COMPLEXITY PROCESS TOOLS Sales Cloud Sales Cloud Service Cloud Sales Cloud Service Cloud Force.com Sales Cloud Service Cloud Force.com ISV Manual Weekly Export Semi automated Dataloader Automated odaseva.com Databackup Automated odaseva.com 5k users 1M users 20k users 10k users

21. Conclusion

22. What we have talked about… •  Business & IT : Center of Excellence to the rescue •  Agility & Rigor : Platform Governance to the rescue Homework if IT, get involved in Business •  Get a better understanding of Business Goals •  Identify 3 areas where you can accelerate release management If Business, get involved in IT •  Get a better understanding of Sandbox management on salesforce •  Identify 3 areas where rigor will enable more agility in your context Continuous improvement CONCLUSION

23. Questions

24. Thank you

How Large Enterprises Use Platform Governance to Gain Agility

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How Large Enterprises Use Platform Governance to Gain Agility